Customer Advisor (m/f/d) Occupational Pension | Part-time / Full-time

50-100%

Dive into the world of Servisa, where first-class service is paramount. We are looking for team players with a hands-on mentality who understand pension provision as a promise and are passionate about supporting our customers. The proximity to the insured and the individual themselves are consistently at the centre of our focus. At Servisa, you enjoy the freedom to contribute your own ideas. We offer you genuine scope for creativity so that you can actively shape the future of Servisa.

What you achieve

• You independently manage a defined contract portfolio and are an important contact person for our customers.
• You handle diverse enquiries from companies, insured persons, their representatives and brokers, finding suitable solutions.
• You carry out mutations and handle complex business cases such as payments, allocation of free funds, purchase calculations or home ownership promotion (WEF).
• You ensure correct and timely processing of debt collection, dunning and enforcement procedures.
• You work closely with internal specialist departments and contribute your expertise to a high level of service quality.
• You actively participate in the further development of our processes and customer service.

What you bring

• You have a commercial basic education.
• You have experience in the social insurance sector, ideally in occupational pension provision.
• You work independently, reliably and solution-oriented and enjoy direct customer contact.
• You communicate confidently in German; good French and/or Italian skills are an advantage.
• You are proficient in using IT applications and enjoy familiarising yourself with new systems. Experience with MS Pension is a plus.
• You are a committed, team-oriented personality who keeps an overview even with more complex issues.

Collaboration that makes a difference

Dive into the world of Servisa, where we seek personalities who focus on sustainable solutions, provide tailored advice to our customers and put people at the centre. If you are ready to become part of our team, where sustainability and individuality go hand in hand, then shape your career with Servisa.

Contact

Tatjana Janson

Recruiting Partner +41 58 285 9659

Your manager

Nuran Tuzcu Team Leader Customer Service Servisa